Wealth Planning for Beneficiaries and Business Owners
Haven helps affluent Canadian professionals, business owners and beneficiaries live financially abundant lives. Forget what you’ve heard about financial advice. Haven is the wealth coach of the future.
%202.svg)
Sound like you? ...
Our ideal client lacks the assurance that they're commanding their wealth beautifully. Here are some common struggles our clients faced before finding peace of mind with Haven.
Too much information, not enough clarity.
It feels like everyone has advice about managing your money, but how do you know what's uniquely optimal for you?
Lacking time or interest.
You’d rather focus on your career, family, or passions than try to keep up with investment, tax and financial strategies.
Your money could be doing so much more.
Whether it’s cash sitting idle or opportunities you've missed, you know there’s room for improvement but haven’t yet acted on it.
The overwhelm is real.
Balancing income, expenses, and investments feels like a full-time job —you want to offload your finances but don’t know who to trust.
Try Haven’s Free Resources.
Learn how to grow and preserve your wealth—at no cost. Start with our free resources to help you invest smarter, reduce taxes & build wealth on your own terms.
Build a Life You’ll Love.
At Haven, we understand that your wealth isn’t just about numbers—it’s about living an abundant life. Through thoughtful values-based financial planning, cash flow optimization and investment management, we’ll help you achieve what matters most to you.
Plan for What Matters Most
Create a plan that allows you to give back to family and friends, without compromising your own financial future.
Build The Life You Want
From budgeting for that dream vacation to saving for a home or other major life goals, we help you prioritize what you truly value.
Gain Back Control
Simplify your finances and gain the freedom to focus on what truly matters—whether it's your career, personal life, or wellness.
Take Control of Your Wealth With Haven.
Founded with the mission to empower financial independence, we craft custom plans tailored to your goals—whether it’s saving for your dream home, growing your business, or securing your future.
With clear, jargon-free guidance and no hidden fees, we make wealth management straightforward and focused on what matters to you.
The Haven 3-Step Process
We start with a call to understand your goals and values, then create a personalized financial plan with tailored strategies and investment recommendations to bridge the gap between where you are and where you want to be.
Are we a Fit? (Free)
We start with a call to see if there’s a gap between where you are and where you want to be. If we both feel it's a match, we’ll take a deposit to get started.
Discovery Meeting.
We dive deep into your values, vision, and goals, turning dreams into actionable objectives. We’ll also gather key financial details to understand your current position.
Your Plan.
Behind the scenes, we craft a tailored financial model, optimize strategies, and draft a written plan with investment recommendations to achieve your goals.
Financial Clarity Starts with a Conversation
We'll keep it simple—no pressure, just a conversation about your goals and how we can help you reach them. Ready to start building a clearer financial future? Book your free assessment today!